Werba Rubin Papier Wealth Management’s ExxonMobil XOM Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94M	Sell	14,184 -1,121	-7%	-$168K	0.24%	62
2026 Q1	$2.6M	Buy	15,305 +810	+6%	+$118K	0.36%	47
2025 Q4	$1.74M	Buy	14,495 +609	+4%	+$70.6K	0.47%	40
2025 Q3	$1.57M	Sell	13,886 -147	-1%	-$16.3K	0.25%	54
2025 Q2	$1.51M	Sell	14,033 -410	-3%	-$43.8K	0.28%	53
2025 Q1	$1.72M	Buy	14,443 +308	+2%	+$34.1K	0.37%	46
2024 Q4	$1.52M	Sell	14,135 -107	-0.8%	-$12.5K	0.36%	46
2024 Q3	$1.67M	Buy	14,242 +554	+4%	+$64K	0.39%	43
2024 Q2	$1.58M	Buy	13,688 +4,146	+43%	+$483K	0.44%	37
2024 Q1	$1.11M	Buy	9,542 +10	+0.1%	+$1.05K	0.32%	41
2023 Q4	$953K	Buy	9,532 +148	+2%	+$15.6K	0.32%	39
2023 Q3	$1.1M	Sell	9,384 -165	-2%	-$18.1K	0.39%	33
2023 Q2	$1.02M	Sell	9,549 -38	-0.4%	-$4.15K	0.36%	34
2023 Q1	$1.05M	Sell	9,587 -1,127	-11%	-$125K	0.41%	31
2022 Q4	$1.18M	Buy	+10,714	New	+$1.15M	0.49%	26

Other funds holding XOM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Werba Rubin Papier Wealth Management's XOM Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its ExxonMobil (XOM) stake by 7.3% in Q2 2026, selling an estimated $168K and leaving 14,184 shares worth $1.94M. The position accounts for 0.24% of the portfolio, ranked #62.

Werba Rubin Papier Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.6M in Q1 2026. 2,339 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Werba Rubin Papier Wealth Management held 14,184 shares of ExxonMobil worth $1.94M as of Q2 2026.
Werba Rubin Papier Wealth Management sold 1,121 ExxonMobil shares in Q2 2026, an estimated $168K.
ExxonMobil made up 0.24% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #62 holding.
Werba Rubin Papier Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Werba Rubin Papier Wealth Management's ExxonMobil position peaked at $2.6M in Q1 2026.
2,339 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.